An independent advisory practice.

Why we exist

Cross-border investing rarely fails because of a bad idea. It fails because of process: a mandate that was never written down, a currency exposure nobody owns, a reporting pack that arrives six weeks after the quarter closes.

We built the firm around those failure points. Our work is deliberately unglamorous: define the mandate, write down the assumptions, measure what actually happened.

Principles

• Independence. We are not owned by a bank, a broker or a fund manager, and we do not receive product-based compensation.
• Written mandates. If it is not in the mandate, it is not in scope.
• Assumptions on the table. Every recommendation states what would prove it wrong.
• No custody. Client assets stay with the client's own custodian.

Coverage

Asia-Pacific and North America, with a focus on mid-market private assets and listed equities. We do not cover derivatives structuring or leveraged products.

Offices

Vancouver (head office) · Hong Kong · Singapore. The team is deliberately small; every engagement is led by a partner.